About
I’ll help you build a personalized financial security plan. Financial security planning is about more than just retirement planning – it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.
About me
Investment Representative
Cell: | 613-282-8901 |
Fax: | 613-748-8220 |
I focus on providing financial security planning advice and services, including financial products to individuals, business owners and professionals as they plan their personal, and or their corporate financial security.
One of the ways that I am able to differentiate myself is through a broad range of experts that I rely on when I am advising my clients regarding their diverse financial needs. My resources include: tax and estate planning specialists, investment specialists, insurance specialists and employee benefit specialists.
I strive to add value to my clients' financial security with peace of mind through integrity, honesty and transparency, and so to earn their trust.
